MCF Advisors LLC raised its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 81.7% in the fourth quarter, Holdings Channel.com reports. The firm owned 31,279 shares of the company’s stock after buying an additional 14,067 shares during the period. MCF Advisors LLC’s holdings in CocaCola were worth $2,187,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Vestia Personal Wealth Advisors raised its holdings in CocaCola by 3.8% during the 4th quarter. Vestia Personal Wealth Advisors now owns 3,819 shares of the company’s stock valued at $275,000 after acquiring an additional 140 shares during the period. Apexium Financial LP raised its holdings in CocaCola by 1.2% during the 3rd quarter. Apexium Financial LP now owns 12,154 shares of the company’s stock valued at $810,000 after acquiring an additional 142 shares during the period. Stockman Wealth Management Inc. raised its holdings in CocaCola by 1.7% during the 4th quarter. Stockman Wealth Management Inc. now owns 8,901 shares of the company’s stock valued at $622,000 after acquiring an additional 147 shares during the period. 1ST Source Bank increased its holdings in shares of CocaCola by 0.7% in the fourth quarter. 1ST Source Bank now owns 19,766 shares of the company’s stock worth $1,382,000 after purchasing an additional 147 shares during the period. Finally, Prosperity Financial Group Inc. increased its holdings in shares of CocaCola by 3.9% in the third quarter. Prosperity Financial Group Inc. now owns 3,957 shares of the company’s stock worth $262,000 after purchasing an additional 148 shares during the period. 70.26% of the stock is currently owned by hedge funds and other institutional investors.
Key Headlines Impacting CocaCola
Here are the key news stories impacting CocaCola this week:
- Positive Sentiment: Investors are rotating into defensive, dividend-paying stocks like Coca-Cola as market volatility increases, which is supporting demand for KO shares. Article Title
- Positive Sentiment: Coca-Cola’s updated 2026 framework calls for 8%–9% comparable EPS growth and about $12.2 billion in free cash flow, reinforcing confidence in earnings and cash generation. Article Title
- Positive Sentiment: Recent analyst upgrades and higher price targets from firms including Barclays, JPMorgan, Wells Fargo, and Citi are helping support the shares. Article Title
CocaCola Stock Up 3.7%
CocaCola (NYSE:KO – Get Free Report) last released its earnings results on Tuesday, April 28th. The company reported $0.86 EPS for the quarter, beating analysts’ consensus estimates of $0.81 by $0.05. The business had revenue of $12.47 billion for the quarter, compared to analysts’ expectations of $12.24 billion. CocaCola had a return on equity of 40.55% and a net margin of 27.80%.The firm’s revenue was up 11.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, research analysts expect that CocaCola Company will post 3.26 earnings per share for the current fiscal year.
CocaCola Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 15th will be paid a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend is Monday, June 15th. CocaCola’s dividend payout ratio is currently 66.67%.
Insider Activity at CocaCola
In other CocaCola news, Chairman James Quincey sold 200,000 shares of the company’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $78.90, for a total transaction of $15,780,000.00. Following the completion of the sale, the chairman directly owned 78,155 shares in the company, valued at $6,166,429.50. This represents a 71.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Nancy Quan sold 31,625 shares of the company’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the sale, the executive vice president owned 223,330 shares of the company’s stock, valued at approximately $18,074,096.90. The trade was a 12.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 255,505 shares of company stock valued at $20,187,007 over the last 90 days. 0.90% of the stock is owned by insiders.
Analyst Ratings Changes
Several research firms have recently weighed in on KO. Barclays upped their price target on shares of CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a report on Thursday, May 21st. JPMorgan Chase & Co. upped their price target on shares of CocaCola from $83.00 to $85.00 and gave the stock an “overweight” rating in a report on Wednesday, April 29th. Weiss Ratings raised shares of CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday, May 4th. Deutsche Bank Aktiengesellschaft upped their price target on shares of CocaCola from $83.00 to $86.00 and gave the stock a “buy” rating in a report on Monday, March 30th. Finally, Morgan Stanley set a $88.00 price target on shares of CocaCola in a report on Wednesday, March 11th. Fifteen investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, CocaCola has an average rating of “Buy” and a consensus price target of $86.80.
Get Our Latest Stock Report on CocaCola
CocaCola Company Profile
The Coca?Cola Company (NYSE: KO) is a global beverage manufacturer, marketer and distributor best known for its flagship Coca?Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready?to?drink teas and coffees, and other still beverages, marketed under both global and regional brand names.
Coca?Cola’s brand portfolio includes widely recognized names such as Coca?Cola, Diet Coke, Coca?Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.
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